Enhancing Credit Union Value with Insights

To maximize impact for credit unions, I also designed a reporting dashboard that provided real-time insights into member engagement. This dashboard allowed credit unions to:

  • Understand what financial topics and products their members were most interested in

  • Identify potential financial needs based on user behavior

  • Equip their teams with actionable data to follow up with personalized financial guidance

Results and Impact

  • Higher Trust & Engagement: Members reported increased confidence in their credit union’s services.

  • Stronger Relationships: Member feedback included, “This makes me feel like my credit union really cares about me.”

  • Actionable Insights: Credit unions gained data-driven opportunities to serve members better and drive product adoption.

This pivot successfully scaled access to retirement planning while reinforcing trust, creating a win-win for both users and credit unions.